Tanager Wealth Management LLP

Wishing all our US clients, colleagues, and friends a Happy Labor Day!

Estimates put the number of UK nationals in the US as high as one million. They potentially face some unique financial challenges which Partner and Financial Advisor, Kyle Pettigrove, discusses here: https://loom.ly/xcLe2LM

This update, we share the latest team developments, celebrate recent recognition and spotlight the insights shaping conversations. If you are navigating life and finances across the US and the UK, this is a quick, useful catch-up.

Read the full article: https://www.tanagerwealth.com/summer-update-2026/

Summer Update 2026 Explore the Summer Update 2026 with Tanager, featuring team news and insights from expert Financial Advisors.

We are delighted to welcome Anastasia Bugrova to our London office as Senior Paraplanner.

Anastasia graduated from Royal Holloway, University of London with a degree in Mathematics. Since then, she has held a number of roles in pensions and financial planning, while also obtaining her Level 4 Diploma in Financial Planning, giving her a broad range of experience across the industry.

Find out more about Anastasia here: https://loom.ly/9gWehoo

We are delighted to welcome Sam Corney to our London office as Senior Paraplanner.

With over 12 years of experience in financial planning and the Level 4 CII Diploma, Sam will work closely with our Advisor team to deliver tailored solutions that help clients achieve their financial goals.

Find out more about Sam here: https://loom.ly/AOh5N-c

If you have worked in both the UK and the US, understanding your retirement benefits isn't always straightforward.

In this article, Associate Financial Advisor Ciaran Edwards explains how UK State Pension and US Social Security can work together, including key eligibility rules and planning considerations.

🔗 Read more: https://loom.ly/-DKhd9k

State Pension vs. Social Security: Eligibility, Coordination & Benefits Navigating Pension options in the UK and US? Learn about your entitlements and the requirements for qualifying years.

The latest in our series of Tanager Talks will be on 'Financial Planning and Investment for US citizens in the UK' on Thursday, July 9th 2026 - 4:00 PM (BST). This session will be hosted by our Financial Advisors, Patrick Mulhern and Ieuan Martin.

Sign up here: https://loom.ly/BqtuXwM

Financial Planning and Investments for US Citizens in the UK | Tanager Wealth Management LLP Join our webinar, “Financial Planning and Investments for US Citizens in the UK,” to explore how Americans living abroad can effectively manage their finances and investments. Learn about cross-bor...

Happy Independence Day to all our clients, colleagues, and friends celebrating today. With this year marking 250 years, it’s a significant milestone to honour the history, achievements, and spirit that define this day.